Know which foreclosure leads are worth consultation time
The intake asks whether the caller owns the property, whether a foreclosure notice or sale date has been issued, and who the lender or servicer is, then collects the notice paperwork so you see the real timeline before offering a free consultation.
The exact intake your foreclosure and short sale leads complete
This is the real 7-question guided intake for Foreclosure and Short Sale — the same flow your customers finish before you ever pick up the phone.
What a qualified foreclosure and short sale lead should tell you
Legal representation for homeowners facing foreclosure who need to stop or delay a lender's sale, negotiate loan terms, or arrange a short sale before the property is lost.
- Property Located In United
- Own Property Or On
- Behind On Mortgage Payments
- Received Foreclosure Notice, Lawsuit,
- Help Stop Or Delay
- There Mortgage Lender Or
- In Active Bankruptcy Case
The questions your team needs answered
Every foreclosure and short sale intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property located in the United States? | A property outside the United States falls outside jurisdiction the firm can act in, so this answer filters location mismatches before intake. |
| Do you own the property or are you on the mortgage for it? | Only someone who owns the property or is on the mortgage can legally instruct counsel on the foreclosure, making this a threshold qualification question. |
| Are you currently behind on mortgage payments or at risk of falling behind soon? | Confirms whether the matter is truly at risk versus a general inquiry, directly informing how urgently a consultation is needed. |
| Have you received a foreclosure notice, a lawsuit, or a scheduled sale date for the property? | A confirmed notice, lawsuit, or sale date establishes a real legal deadline, which is the strongest indicator of how time-sensitive the matter is. |
| Are you looking for help to stop or delay foreclosure, negotiate with the lender, or pursue a short sale? | Distinguishes whether the client actually wants representation in stopping foreclosure or pursuing a short sale, rather than just researching options. |
| Is there a mortgage lender or loan servicer you can identify for this loan? | Knowing the lender or servicer lets the firm assess whether it has existing familiarity or leverage with that institution before the consultation. |
| Are you currently in an active bankruptcy case? | An active bankruptcy triggers an automatic stay and changes strategy, so this answer flags matters that need coordination with bankruptcy counsel. |
How Cliont scores foreclosure and short sale leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Located In United: yes
- Own Property Or On: yes
- Behind On Mortgage Payments: yes
- Received Foreclosure Notice, Lawsuit,: yes
- Help Stop Or Delay: yes
- There Mortgage Lender Or: yes
Lower-fit signals
- In Active Bankruptcy Case: no
See the lead your team receives
Foreclosure and Short Sale Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for foreclosure and short sale workflows
| Cliont capability | Foreclosure And Short Sale application |
|---|---|
| Conditional scoring logic | Weighs a confirmed foreclosure notice or sale date far higher than a payment risk alone, so time-sensitive matters surface above general inquiries. |
| Lower-fit flagging | Marks leads with an active bankruptcy case as lower-fit rather than disqualified, prompting a note for coordination with bankruptcy counsel instead of an automatic decline. |
| Document collection | Requests the foreclosure notice, lawsuit paperwork, or sale notice up front so you can see the actual deadline before the consultation is scheduled. |
| CRM routing | Sends only leads who confirm ownership, US property location, and a real foreclosure or short sale need into your CRM, keeping unqualified inquiries out of your pipeline. |
Common foreclosure and short sale lead scenarios
Notice already filed, sale date set
The homeowner confirms they've received a foreclosure notice or lawsuit with a scheduled sale date, which the intake weights as the highest-value signal, moving the matter straight into the CRM for a timeline-sensitive consultation.
Falling behind but no notice yet
The lead is behind on payments but hasn't been served with a notice, so the intake still qualifies them on ownership and lender identification while flagging that formal proceedings haven't started.
Short sale rather than foreclosure defense
The owner isn't necessarily in default but wants help negotiating a short sale with the lender, a distinct intent the intake captures separately from stopping or delaying foreclosure.
Active bankruptcy in the background
The caller discloses an open bankruptcy case, which the catalog scores as a lower-fit signal since automatic stay and coordination with bankruptcy counsel changes how the matter should be handled.
Ownership or location can't be confirmed
The lead isn't on the mortgage or the property sits outside the United States, both disqualifying answers the intake catches before a consultation is ever booked.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More real estate law intake templates
Foreclosure and Short Sale lead-intake FAQs
Will the intake still qualify someone who hasn't received a foreclosure notice yet?
Yes. Being behind on payments or at risk of falling behind still scores as a strong signal on its own, though a confirmed notice or scheduled sale date scores higher because it indicates an active legal timeline.
How does the intake handle leads who are already in bankruptcy?
An active bankruptcy case is scored as a lower-fit signal, not an automatic rejection, so you can see that answer before deciding whether the matter needs to be coordinated with bankruptcy counsel.
Can the intake tell foreclosure defense apart from a short sale request?
Yes, the catalog asks directly whether the client wants to stop or delay foreclosure, negotiate with the lender, or pursue a short sale, so you know the intent before the consultation.
What if the caller doesn't know who the lender or servicer is?
That's a valid answer path in the intake; it scores lower than an identified lender but doesn't disqualify the lead, since many homeowners only know their loan number, not the current servicer.
Does the intake confirm the caller actually owns the property?
Yes, ownership or being on the mortgage is one of the first questions asked, and a 'no' answer scores very low since your firm can't take instructions from someone with no legal interest in the property.
How does the intake filter out properties outside your jurisdiction?
The first question confirms the property is located in the United States, and a 'no' answer is weighted at the bottom of the scale so out-of-jurisdiction inquiries surface as low priority immediately.
Turn foreclosure and short sale visitors into qualified cases
Give every foreclosure and short sale visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.